Private Equity Services
As a private equity firm, you manage a portfolio of businesses, each with its own insurance and employee benefits programs. It can be challenging to effectively evaluate each company's Total Cost of Risk (TCOR). With our private equity services, we help you enhance the operational efficiency of your portfolio companies by managing risk effectively. Working with your team of executives, we are able to reduce the cost of insurance and employee benefits, increase profits, and reduce risk across your portfolio.
As the value of each portfolio company grows under the care of our risk managers, we can also advise you during sales and acquisitions, reducing risk for your private equity firm.
Utilizing our risk management and employee benefits optimization processes, we have driven over $500 million in savings to private equity shareholders in all industries, with companies of all sizes. Our transparent fee-for-service model, with 100% of fees directly paid by clients, eliminates all conflicts of interest. Our dedicated team collaborates with you to develop optimized, practical, cost-effective insurance programs tailored to your unique requirements.
Value-Creating Solutions
Our private equity services offer a streamlined process that can be leveraged in the following situations:
Outsourced Risk Management
- “Own” the risk management process.
- Ensure risk management is a corporate strength upon an investor’s exit.
- Prepare carveout transactions for independent insurance management.
Aggregated Portfolio Company Programs
- Capture economies of scale without exposing portfolio companies to additional risk.
- Ensure savings are portable upon divesture and compound with portfolio growth.
Targeted Portfolio Company Review and Optimization
- Provide solutions that are a significant addition to an owner’s multiplier.
- Work toward a goal of achieving a TCOR 50% less than competitors in four years.
Benefits Diagnostics and Governance
- Provide comprehensive current-state assessments of employee health insurance and benefit plans.
- Establish an annual operating plan for continuous improvement and performance optimization while holding suppliers accountable to contractual obligations.
Acquisition Due Diligence Support
- Work within the structures of time-sensitive deals.
- Ensure insurance is a non-issue or low touch for buyers.
- Accurately predict the post-closing cost of risk.
- Cover exposures of the target company to avoid surprises.
- Help clients integrate into an existing program.
Cross-Portfolio Benchmarking
- Analyze employee health insurance and benefits data across portfolios, offering a bird’s eye view of all portfolio companies.
- Create aggregated reports that give a comprehensive understanding of how company spending compares to others within the portfolio across industry verticals.
Value-Creating Services
Risk Management Consulting
CONTROL THE COST OF RISK
Helping clients reduce risk and manage its related costs. As your Risk Management Consultant, we provide a unique and effective business model, ensuring predictable, repeatable risk management success.
Benefits Advisory
REDUCE EMPLOYEE BENEFITS COSTS
Providing expert guidance using our proven methodologies to control employee benefits costs without negative consequences for the employer or the employee. We serve as trusted advisors, assuming the highest duty of care to ensure full alignment with our clients, placing your interests above all else. This is one of the many things that differentiates us from brokers.
Claims Services
PREVENT LOSS AND MAXIMIZE RECOVERY
Delivering a business solution to a legal problem. Founded on claims recovery services, we have decades of experience mitigating risk and maximizing recovery when losses occur. That includes short-tail claims, toxic tort long-tail claims, and complex environmental claims.
Actuarial Consulting
MAKE CONFIDENT DECISIONS
Analyzing the true costs associated with risk management and insurance programs in a way that is easy to understand. We take the guesswork out of what can often be a very complicated process.
Proven Results
Helping companies create value for their business.
LOWERED PREMIUMS
$6 Million
FIRST YEAR SAVINGS
$7.9 Million
TOTAL SAVINGS
$3 Million
FIRST YEAR SAVINGS
$3.4 Million
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Risk Management
Risk
ManagementINDUSTRY
Food/
NutraceuticalSPEED OF CAPTURE
10 Months
OWNERSHIP
Private Equity
LOWERED PREMIUMS
$6 Million
-
Benefits Advisory
Benefits
AdvisoryINDUSTRY
Retail
SPEED OF CAPTURE
5 Months
# OF EMPLOYEES
15,000
FIRST YEAR SAVINGS
$7.9 Million
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Claims Services
Risk
ManagementINDUSTRY
Manufacturing
SPEED OF CAPTURE
12 Months
OWNERSHIP
Private Equity
TOTAL SAVINGS
$3 Million
-
Actuarial Consulting
Benefits
AdvisoryINDUSTRY
Healthcare
SPEED OF CAPTURE
8 Months
# OF EMPLOYEES
1,500
FIRST YEAR SAVINGS
$3.4 Million
